The big picture
The SNB's macroprudential buffer is at its legal cap of 2.5%, leaving no room for further tightening, while the ECB reports AI adoption has doubled to 52% of euro area workers, but the overall efficiency gain is only 3.8%. The ECB's tokenisation push, with tokenised assets growing fivefold and daily repo volume at $354bn, contrasts with the EU's fragmented infrastructure of 31 CSDs. US growth remains steady with inflation revised up, and Australian core inflation stays sticky, complicating central bank paths.
On the watchlist
- On 2026-09-03, the RBA's next policy decision will show whether the sticky core inflation forces a rate hold or a hike.
- The next quarterly update of the EIA's Liquids Pipeline Projects Database will reveal whether the announced projects reach final investment decisions, signalling midstream capacity changes.
- Destatis's next quarterly release on inheritance and gift tax will show whether the surge persists, affecting state fiscal revenues.
- Watch the SNB's quarterly financial stability report for any proposal to raise the countercyclical capital buffer above its current 2.5% cap.
- The ECB's next survey on AI adoption will show whether the drop in positive sentiment to 41% slows further adoption, limiting productivity gains.
Top stories
2AI adoption doubles, productivity gains unevenRates & Bonds
— ECB
3ECB pushes tokenised market integrationRates & Bonds
— ECB
4US growth steady, inflation revised upRates & Bonds
Also today
BIS proposes AI screening of bank capital prospectuses★ Barely reportedRegulation & Structure
— BIS
Eight petroleum liquids pipeline projects have been completed since the start of 2025★ Barely reportedCommodities & Energy
— EIA
Assessed inheritance and gift tax reaches new high of 21.4 billion euros in 2025★ Barely reportedRates & Bonds
— Destatis
Deep dives
In brief
Rates & Bonds 22 items
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Reopening of two Federal bonds – Auction result — Bundesbank
Government Bonds Liquidity Provision (No. 460) Auction — Ministry of Finance (Japan)
26/08/2026 Monthly Statistics of the CEMAC Treasury Securities Market - No. 59 June 2026 — Bank of Central African States (BEAC)
Macroeconomic forecasts of selected banks – August 2026 — National Bank of Slovakia
August 25, Dominican economy experienced year-on-year growth of 4.6% in July — Central Bank of the Dominican Republic
30-day CD Auction Results – 26 August 2026 — Bank of Jamaica
Notice regarding the auction for collection of 4-month deposits of Rs. 90 billion on Bhadra 10 — Nepal Rastra Bank
Announcement of the Central Bank of Iraq auction for remittances and Islamic certificates of deposit — Central Bank of Iraq
More details... — National Bank of the Kyrgyz Republic
Producer Price Index, July 2026 — Agency for Statistics (Bosnia-Herzegovina)
State research and development funding appropriations for 2025 increased compared to 2024 — Statistics Finland
Nominal earnings level of employees rose 3.4% in April-June 2026 from a year earlier — Statistics Finland
Northern Metropolis Financial Advisory Taskforce holds its second meeting — Hong Kong Monetary Authority
Equities & Sectors 2 items
Discover > — Securities and Futures Commission (Hong Kong)
Singapore FinTech Festival 2026 to Explore the Five Forces Rewiring Global Finance — Monetary Authority of Singapore
Commodities & Energy 5 items
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Iranian Transactions and Sanctions Regulations — U.S. Federal Register (Finanzaufsicht, Regeln und Entwuerfe)
Electricity Balance, Q2 - 2026 — Institute of Statistics (Albania)
Short-term indicators of energy statistics, June 2026 — Agency for Statistics (Bosnia-Herzegovina)
Household energy use continued to decline in 2024 — Statistics Finland
FX & Emerging Markets 3 items
Loading... — Instituto Nacional de Estatística (Angola)
Statement issued by the Central Bank of Iraq — Central Bank of Iraq
Regulation & Structure 19 items
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Read article — KfW Bankengruppe
Announcement regarding the entry into force of amendments to the Law on the Activity of Collective Investment Schemes and Other Collective Investment Undertakings — Financial Supervision Commission (Bulgaria)
Submission by PKO BP SA of a request for reconsideration of the case — Polish Financial Supervision Authority
BforBank SA: BaFin imposes fine — BaFin
Swap Execution Facility Order Book Requirement for Permitted Transactions — U.S. Federal Register (Finanzaufsicht, Regeln und Entwuerfe)
Pro Rata Share of Subpart F Income, Tested Income, or Tested Loss — U.S. Federal Register (Finanzaufsicht, Regeln und Entwuerfe)
Customs System: Customs and Foreign Exchange Council, Customs Subcommittee, Special Customs Subcommittee (July 30, 2026) Minutes — Ministry of Finance (Japan)
CVM fines Infinite Trade LLC. R$ 3.9 million — Comissão de Valores Mobiliários (Brazil)
CVM participates in Abrasca Board Meeting in São Paulo — Comissão de Valores Mobiliários (Brazil)
Meeting at the Spanish Chamber of Commerce on FAL — Comisión Nacional de Valores (Argentina)
More details... — National Bank of the Kyrgyz Republic
Circular on due diligence towards politically exposed persons (PEPs) — Central Bank of Iraq
Circular on behavioral indicators for operations suspected of money laundering or terrorism financing — Central Bank of Iraq
Stakeholder Letter - Consultation on the Regulation of Digital Identity Service Provider Business — Bermuda Monetary Authority
ASFI promotes a more inclusive financial strategy with multisectoral contribution — Autoridad de Supervisión del Sistema Financiero (Bolivia)
Other market topics 1 item
No direct market impact 16 items
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New Creative Trade Forum to boost UK creative industries announced at Edinburgh International Festival — Department for Business and Trade (United Kingdom)
Low carbon and renewable energy economy survey, research and development estimates, UK: 2020 to 2024 — Office for National Statistics (United Kingdom)
Climate-related mortality, England and Wales: 1988 to 2025 — Office for National Statistics (United Kingdom)
Transport – freight and passenger (land, water and urban electric transport) - Q2 2026 — National Statistical Institute (Bulgaria)
Tourist trips and tourism expenditure of the population - Q2 2026 - preliminary data — National Statistical Institute (Bulgaria)
2025 Birth Statistics (Summary) - Number of births 254,300, up 16,000 from previous year — Ministry of Data and Statistics (South Korea)
Future pension – the result of today's choices — Bank of Latvia
DOE Contracting: Risk-Informed Oversight and Clearer Expectations for Assurance Systems Would Improve Accountability — U.S. Government Accountability Office
Buildings and construction (VAT Notice 708) — HM Revenue & Customs (United Kingdom)
Plamen Danailov to national media: Bonus-malus will lead to more competition and better prices for careful drivers — Financial Supervision Commission (Bulgaria)
Proliferation Financing thematic report published — Financial Supervision Commission (Isle of Man)
Specified Non-Profit Organisations (Countering the Financing of Terrorism) Code 2026 & publication of associated guidance — Financial Supervision Commission (Isle of Man)